CRMCAN I VIBECODE
HighLevel?
BUILD FIRST
- A non-sensitive or read-only version of the core experience
- A manual review step wherever correctness or trust matters
- A narrow companion tool that removes a real piece of work
LEAVE FOR LATER
- Regulated decisions, payments, or irreversible actions
- Claims of correctness, compliance, or uptime that the MVP cannot support
- Sensitive integrations until security, support, and auditability are ready
RESEARCH NOTES
What this tool actually does.
HighLevel (GoHighLevel) is an all-in-one marketing, sales, and CRM platform aimed at digital marketing agencies. Core CRM features include visual sales pipelines, contact/lead management, and a unified inbox aggregating SMS, email, Instagram, Facebook, WhatsApp, and live chat. It provides workflow automation, drag-and-drop website/funnel/landing page builders, forms/surveys/quizzes, booking calendars, an ad manager, email + SMS marketing, inbound/outbound calling, call tracking with text-back follow-ups, reputation management (automated review requests, monitoring, and responses), payments/invoicing, courses, communities, custom dashboards/reporting, a mobile app, and API access. AI features include Conversation AI, Voice AI, Content AI, Funnel AI, and Reviews AI. Its distinguishing workflow is multi-client delivery: agencies manage every client's pipeline, campaigns, and conversations i
RESEARCHED BUILD PROMPT
Give this to your coding agent.
Build a focused functional replacement for HighLevel's core agency workflow: a multi-tenant platform where an agency manages several client 'sub-accounts,' each with its own contacts, visual sales pipeline, unified conversation inbox (email + SMS + web chat), workflow automation, landing-page/funnel builder, and reputation management. User-facing requirements: (1) agency dashboard listing all client sub-accounts with activity metrics and agency-vs-client roles; (2) per-client CRM with kanban pipes, deal stages, contact records, notes, tasks, and activity timeline; (3) unified inbox threading email and web chat (real SMTP/webhook or mocks), with assignment and internal notes; (4) drag-and-drop automation builder (triggers + actions: send email/SMS, change stage, create task, webhook) executed per lead; (5) block-based landing page builder with published pages and lead-capture forms that push leads into that client's pipeline; (6) review-request flows (send link, collect rating, auto-reply) plus a reputation dashboard; (7) white-label mode: client-facing portal branded with the agency's own name/logo, and one-click provisioning of new client sub-accounts. Technical: Node.js or Python backend, Postgres with strict tenant scoping on all queries, a queue for automation jobs; React or Vue frontend with a kanban library, dnd-kit/react-dnd for the automation canvas, block editor rendering to HTML; role-based auth; SMS/email behind an adapter interface so Twilio/Resend can be swapped in. Do not copy HighLevel's brand, logo, proprietary UI, pricing, or marketing copy; use original naming and distinct visual design. Explicitly out of scope: VoIP calling, native mobile apps, courses/communities, payments/invoicing, Ad Manager, and reseller billing. The README must cover setup steps, seed data for one demo agency with two sample clients, and important limitations (single-process queue, mock channels, no production billing).